HoldingsChannel.com
Prestige Wealth Management Group LLC Top Holdings
As of  06/30/2023, below is a summary of the Prestige Wealth Management Group LLC top holdings by largest position size, as per the latest 13f filing made by Prestige Wealth Management Group LLC. In the Prestige Wealth Management Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Prestige Wealth Management Group LLC in that top holding, then the share count change between reporting periods, and finally the Prestige Wealth Management Group LLC top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
WISDOMTREE TR 785,967 -79,299 $52,393
     DGRW785,967-79,299$52,393
WISDOMTREE TR 527,585 +35,167 $26,548
     USFR527,585+35,167$26,548
APPLE INC 116,264 +5,134 $22,552
     AAPL116,264+5,134$22,552
WISDOMTREE TR 520,306 -290 $22,420
     AGGY520,306-290$22,420
ISHARES TR (USHY) 632,536 -3,187 $22,329
     USHY632,536-3,187$22,329
VANGUARD BD INDEX FDS (BND) 296,261 -187 $21,535
     BND296,261-187$21,535
SELECT SECTOR SPDR TR (XLV) 135,835 +77,080 $18,029
     XLV135,835+77,080$18,029
VANGUARD INDEX FDS (VUG) 59,781 -458 $16,916
     VUG59,781-458$16,916
WISDOMTREE TR 503,915 +503,915 $16,654
     QGRW503,915+503,915$16,654
COLGATE PALMOLIVE CO 148,835 -5,142 $11,466
     CL148,835-5,142$11,466
SELECT SECTOR SPDR TR (XLF) 323,235 +36,914 $10,896
     XLF323,235+36,914$10,896
MICROSOFT CORP 30,615 +277 $10,426
     MSFT30,615+277$10,426
SELECT SECTOR SPDR TR (XLK) 47,590 -403 $8,274
     XLK47,590-403$8,274
SPDR SER TR (MDYG) 97,250 -800 $6,968
     MDYG97,250-800$6,968
SELECT SECTOR SPDR TR (XLC) 85,769 +813 $5,582
     XLC85,769+813$5,582
SPDR SER TR (MDYV) 76,005 -785 $5,228
     MDYV76,005-785$5,228
ALPHABET INC      $4,989
     GOOGL39,987+23,307$4,786
     Call1,700+1,700$203
JOHNSON & JOHNSON 28,211 -8,057 $4,670
     JNJ28,211-8,057$4,670
INDEXIQ ACTIVE ETF TR (MMIT) 167,382 +15,423 $4,077
     MMIT167,382+15,423$4,077
META PLATFORMS INC 13,732 +10,581 $3,941
     META13,732+10,581$3,941
MERCK & CO INC 32,418 -6,087 $3,764
     MRK32,418-6,087$3,764
SPDR SER TR (SLYG) 44,132 +217 $3,396
     SLYG44,132+217$3,396
LINDE PLC 8,385 +6,130 $3,195
     LIN8,385+6,130$3,195
EXXON MOBIL CORP 29,337 +4,729 $3,146
     XOM29,337+4,729$3,146
AMAZON COM INC 23,895 -319 $3,115
     AMZN23,895-319$3,115
FIRST TR EXCH TRADED FD III (FMB) 59,248 +4,125 $3,003
     FMB59,248+4,125$3,003
ISHARES TR (IHI) 52,626 -393 $2,971
     IHI52,626-393$2,971
FIRST TR EXCHANGE TRADED FD (SKYY) 37,589 +49 $2,855
     SKYY37,589+49$2,855
SPDR SER TR (SLYV) 35,974 -76 $2,777
     SLYV35,974-76$2,777
VANGUARD MUN BD FDS (VTEB) 55,246 -10,778 $2,774
     VTEB55,246-10,778$2,774
SCHWAB STRATEGIC TR 49,281 -1,006 $2,548
     SCHB49,281-1,006$2,548
VISA INC 10,355 +106 $2,459
     V10,355+106$2,459
HOME DEPOT INC 6,619 -268 $2,056
     HD6,619-268$2,056
JPMORGAN CHASE & CO 14,073 -436 $2,047
     JPM14,073-436$2,047
NVIDIA CORPORATION 4,717 +74 $1,995
     NVDA4,717+74$1,995
PIMCO ETF TR (MUNI) 36,187 -2,106 $1,876
     MUNI36,187-2,106$1,876
SCHWAB STRATEGIC TR 23,593 -725 $1,768
     SCHG23,593-725$1,768
UNITEDHEALTH GROUP INC 3,569 -2,618 $1,716
     UNH3,569-2,618$1,716
PIMCO ETF TR (MINT) 15,876 +53 $1,584
     MINT15,876+53$1,584
TESLA INC 5,778 +2,682 $1,513
     TSLA5,778+2,982$1,513
PROCTER AND GAMBLE CO 9,850 -12,352 $1,495
     PG9,850-12,352$1,495
COSTCO WHSL CORP NEW 2,703 -2,243 $1,455
     COST2,703-2,243$1,455
ORACLE CORP 11,608 -403 $1,382
     ORCL11,608-403$1,382
BERKSHIRE HATHAWAY INC DEL      $1,282
     BRK.B3,759-28$1,282
AUTOMATIC DATA PROCESSING IN 5,786 -1,201 $1,279
     ADP5,786-1,201$1,279
BRISTOL MYERS SQUIBB CO 19,728 -7,267 $1,262
     BMY19,728-7,267$1,262
COMCAST CORP NEW 28,313 +10,138 $1,176
     CMCSA28,313+10,138$1,176
COCA COLA CO 19,244 -20,371 $1,167
     KO19,244-20,371$1,167
AIR PRODS & CHEMS INC 3,835 +2,579 $1,155
     APD3,835+2,579$1,155
WALMART INC 6,726 -4,558 $1,057
     WMT6,726-4,558$1,057

See Full List: All Stocks Held By Prestige Wealth Management Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Prestige Wealth Management Group LLC

Size ($ in 1000's)
At 06/30/2023: $422,072
At 03/31/2023: $397,808

Prestige Wealth Management Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Prestige Wealth Management Group LLC 13F filings. Link to 13F filings: SEC filings

Prestige Wealth Management Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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